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Supports corporate development and strategy through financial modeling, valuation, market research, diligence, partnership and acquisition analysis, capital initiatives, and executive materials. Manages concurrent project workstreams, coordinates internal and external stakeholders, and helps implement approved initiatives. Builds financial models, forecasts, presentations, memos, templates, and AI-enabled workflows while providing clear recommendations to senior leadership.

Acquire and onboard new financial planning clients through networking, referrals, social media outreach, presentations, and relationship building. Maintain a prospect pipeline, conduct sales meetings, guide client onboarding, and collaborate with financial planning and portfolio management teams. The role emphasizes business development and client acquisition over financial analysis, portfolio construction, or investment research, with performance-based compensation tied to client acquisition and retention.

Acquire and onboard new financial-planning clients through networking, referrals, prospecting, presentations, social media, and community outreach. Build and manage a prospect pipeline, develop client relationships, explain financial solutions, coordinate onboarding, and collaborate with planning and portfolio teams. Compensation is performance-based and centered on client acquisition and retention.